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The Swiss CRM trusted AI, and data are on one integrated platform.

Enable collaboration between departments and teams by unifying technology and workflows.
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Automate with a Swiss Neutral CRM
hosted on-premise or on Swiss Cloud

Kick to your business process and marketing automation

InvestGlass automation streamlines repetitive business tasks like lead nurturing and customer data collection. Its Swiss Cloud boosts performance management and employee productivity in many organizations.

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Approval Process to manage complex institutions

InvestGlass’s approval process automates decision-making by triggering approvals upon document submission, locking it during review, and notifying approvers. This system streamlines team tasks, enhances customer experience, and can be customized to fit your business’s unique requirements.

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AI template

Save time with pre-built templates querying data from your CRM and portfolio management. Deliver the right information at the right time to your investors and bankers.

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Queues

Automate queues and tasks

Automate sequences, approval processes, and notifications with InvestGlass AI. It guides sales reps through necessary human interventions. Alerts are sent to sales reps, compliance officers, or customers when interaction is required.

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We make Automation,

so People Don’t Have to be Robots

Multiple steps automation

Streamline complex processes with multiple-step automation, simplifying tasks and enhancing efficiency seamlessly.

KYC business process automation

Automate KYC business processes for seamless compliance, reducing manual effort and accelerating onboarding.

Portfolio management monitoring

Efficiently monitor portfolio management with comprehensive tracking and analysis, ensuring strategic alignment and informed decision-making.

Connect third party softwares

Easily integrate and connect third-party software solutions to streamline workflows and maximize efficiency.

Task orchestration

Efficiently coordinate and manage tasks across teams with seamless task orchestration, ensuring smooth workflow execution.

Hosted on Swiss cloud or on your server

Choose between hosting on Swiss cloud or our servers for optimal data security and compliance with your preferences.